LifePlan Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $36K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $89K | Buy |
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|
2013
Q4 | $82K | Hold |
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|
2013
Q3 | $81K | Hold |
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|
2013
Q2 | $84K | Buy |
|